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J. Martin Wealth Management

J. Martin Wealth Management 333 N Dobson Road, Suite 5 Chandler, AZ 85224

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About the company

Jeff is an active fiduciary financial advisor, as well as the founder of J. Martin Wealth Management. A fee-based financial planning and wealth management firm, with offices near you in Chandler and Tucson. Leading up to launching his financial advisory practice, Jeff has spent the last 15+ years in financial services and providing financial advice and retirement.  As a foundation for his knowledge, Jeff holds a bachelor’s degree in Accounting which he earned from the University of Central Florida. Also, he holds the Chartered Retirement Planning Counselor designation, giving him a high degree of knowledge surrounding retirement planning.   Jeff possesses a passion for educating people on personal finance and helping others succeed, thus reflecting in his personal service to his clients.

Jeff enjoys public speaking and delivering educational seminars on financial topics such as, Social Security, Taxes in Retirement and General Retirement Planning. He knows each person’s financial situation is unique, and their financial plan should be too. To uphold his firm’s approach to working with clients on a personalized basis, he realizes there is no cookie-cutter solution to delivering sound financial advice.

Residing in beautiful Arizona, Jeff is originally born in sunny St. Petersburg, Florida. In his spare time, he enjoys staying active playing golf, hiking, scuba diving. A newfound passion is spending free time in the Arizona mountains and National Parks of the Southwest US.

Services

WE BELIEVE IN TACTICAL ASSET MANAGEMENT – SEEKING LOW RISK, LOW VOLATILITY INVESTMENTS TO COMPLIMENT YOUR FINANCIAL PLAN.

At J. Martin Wealth Management, our holistic approach to investment advice is an integration between financial planning and investment management. As we get to know you and your family, we will learn more about you and identify your financial goals together. By taking a holistic approach to the planning, we will assist you to optimize all assets to work collectively towards your goals.  Our mission is to preserve and protect your investments.

By focusing on the personal relationship with each client and being in touch with their risk tolerance and financial needs, we are able to recommend viable wealth planning strategies and sound advice you can understand and implement. We will work with you all the way through to facilitate any solutions we recommend. Into the future, we will meet as regularly as you like to review and realign your plan as needed.

We focus on helping people in the following areas:

  • Retirement Planning

  • Investment Advice

  • Income Planning

  • Tax Planning

Worried about the risk in your portfolio during these turbulent times? Let’s uncover if your investment strategy and portfolio are aligned with your goals and needs. Want to know more? We welcome your inquiries.

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Contact Info

reviews

Gerald CusickGerald Cusick

Jeff Martin is a fiduciary financial advisor who is very knowledgeable about financial planning. He is extremely service oriented and returns communication promptly. He listens to our concerns and customizes a plan that meets your financial needs. He is extremely trust worthy and upfront about potential conflicts of interest. I have worked with Jeff for several years and based upon his financial advise I am confident we will meet our financial goals..

Kirk SmithKirk Smith

Mr. Martin is trustworthy and knowledgeable.

I contacted him and he immediately responded. He was incredibly personable and warm.

He had a holistic approach to my entire portfolio which he now oversees.

I would recommend him to all my friends and family. He has helped secure my financial future.

Bryson CravenBryson Craven

Jeff has been an outstanding financial advisor and a huge asset when it comes to understanding my finances and creating a successful plan for growth and ultimately retirement. Not only am I very pleased with my managed account growth thus far, I am extremely happy with all the advice he gives me when it comes to money outside of the market and creating more ways to save, reallocate, and grow.

For anyone looking for a financial advisor I highly recommend connecting with Jeff and seeing how much he can help you reach and exceed your financial goals.

Jennifer KuyperJennifer Kuyper

I have worked with Jeff as my financial advisor for many years and have absolute trust in him. Being a nurse, finance is not my primary language, but Jeff always takes his time to explain everything in a way I can understand. He always seems to ask the right questions in order to assess and understand what my goals are and then builds clear paths to get there. Jeff is very responsive to my questions and gets me the information I need to make educated decisions without pressure.

S CravenS Craven

Jeff is not only extremely knowledgeable of the financial market and its fickle trends, but he is always available to answer questions and address concerns in thoughtful and supportive ways. Of course he's personable, and responsive, but what you want to know is if he'll make you the most money possible on your investments. For me, the answer has been a resounding yes. I'm retired and thus am exposed to little risk in the market, yet my portfolio has risen at 80 percent of market potential while assuming only 20 percent risk. Imagine what Jeff might be able to do with funds invested over the long term, taking on greater risks and much greater rewards. I highly recommend him.

Jennifer K.Jennifer K.

I have worked with Jeff as my financial advisor for many years and have absolute trust in him. Being a nurse, finance is not my primary language, but Jeff...

Gerald C.Gerald C.

I have been doing business with Jeff Martin for about 4 years. He is extremely knowledgeable about the market and investment strategies, along with how to...

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